DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Departures from Paladin Capital
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Dori Lynn Petroff | Paladin Capital independent RIA | Lifelong Wealth Advisors, Inc. no RAUM | RIA to a newly registered adviser | Apr 12, 2024 | Oct 1, 2024 (172 d) |
| Eloisa Robison | Paladin Capital no RAUM | Paladin Financial independent RIA | Other | Jul 20, 2023 | Jul 8, 2022 |
| Trevor Shane Neufeld | Paladin Capital no RAUM | Gradient Investments, LLC independent RIA | Other | Feb 22, 2022 | Mar 1, 2022 |
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3 moves match.